Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,996 | $114,712-30.3% | $173,730-54.0% | $87,485-8.6% |
| Participation rate | 93.5% | 73.0%+20.6pp | 79.6%+14.0pp | 68.9%+24.6pp |
| Annual return | 15.20% | 20.18%-5.0pp | 19.96%-4.8pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,242 | $2,904-57.2% | $4,577-72.9% | $2,596-52.2% |
| Participant deferral / active EE | $4,464 | $4,642-3.8% | $6,326-29.4% | $4,274+4.5% |
| Admin fee / account holder | $1,446 | $10,210-85.8% | $17,523-91.7% | $7,775-81.4% |